The catch-up contribution limit for employees 50 and over who participate in SIMPLE plans remains $3,500 for 2025. The limit on annual contributions to an IRA remains $7,000. The IRA catch up ...

Legislation that would allow 403 (b) plans to include collective investment trusts (CIT) as part of their investment menu options was reintroduced on Feb. 5. The House version of the bill, H.R. 1013, ...

No January freeze for private-sector pension plans in 2025: assets were hot, and liabilities and funding levels and ratios improved. Much of the country, from the Canadian border to Florida, may have ...

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

Plan fiduciaries of the Allstate 401 (k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. Plan fiduciaries of the Allstate 401 ...

Research the experts cited about the sentiments of employees and participants concerning financial wellness shows an interesting mix of confidence and anxiety.

According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...